Newsletter: 16/03/2009

Office news

There's a taste of winter in the Wellington air with plenty of cold clear days lately. I will be in Australia from March 30 to April 15, contact the office as usual during this time, or call me on +61 401 650067.

Russell Bell

Suggested Order Generation Report

We have changed the Suggested Order Generation report, we've added a new sort option "Sort Products by Quantity Sold". The Suggested Order Generation report shows a list of products grouped by supplier. Currently the list of products within each supplier group is sorted by part number. The new option means the product list within the supplier group can be sorted by "Qty Sold" rather than part number.

When the report is run, you choose a period end date. When the new option is set to "Sort Products by Quantity Sold" the products within each supplier group are sorted by the quantity sold in the last month reported (ie. the month the period end date is set to).

Customer Sales Analysis Report

There is a new feature that matches a customers delivery address to the delivery address of the transaction. On the Customer Sales Analysis report (Reports - Sales - Customer Sales Analysis) we have added a 'Detail by Invoice Delivery Address with Store Code' option to the 'Detail Required' field. If you select this option the resulting report has one section for each customer, and within each section there is one line for each different delivery address that the customer has an invoice for within the selected period.

The first two columns of the report are the delivery address and the contact phone as they appear on the invoice/original order. The third column are the store code for that address, as viewable under Customer Enquiry - Addresses. If the customer does not have an address that matches the address on the invoice/original order, no store code is printed. The other columns are the usual sales figures -- Sales, Cost, Profit, GP%, plus any extra columns the user might specify. Any transactions that do not have an address are included in the report under the customer's primary delivery address.

Printing Credits

We've changed Credits to better support customers with both Print and Email selected. When saving an existing or a new Credit (Transactions - Customer Credit - Save) or (Transactions - AR - Credit - Save) the 'Printer' field now defaults to that specified by the 'Print Invoices' option under Customer Maintenance/Enquiry for that customer. If the customer has E(mail) selected for 'Print Invoices', the email address defaults to that entered for the customer's invoices. If the customer has B(oth) selected for 'Print Invoices', a new field is present: 'Also Email Invoice' that if selected, emails the invoice as well as printing it. The behaviour for credits is now generally the same as when saving an invoice.

GL Transaction Listing

We have added a setup option that removes any "unnecessary" lines from the GL Transaction Listing report when you select printing as a CSV file. Only the column headings and the data values are output; no extra formatting/spacing lines are output. This is intended to make any post-processing of the CSV file easier. The new feature is enabled via a setup option, contact us if you'd like this.

Newsletters

Select from the following list of newsletters that have been sent out.

28/11/2013 Office News, Quoting for items that aren't recorded as parts in Fastbase, Stream-lined entry of new part assembly transactions, Sorting of customer notes on the appointments screen, Maintaining a customer note - "Complete" button save and exit